Vicky is an Investment Manager in the Exeter office, having joined in 2006. She works primarily in the Charities team, with a special interest in creating tailored environmental, social and governance (ESG) mandates for her clients. She also manages portfolios for private clients, including individuals and trusts.
She is proud of the close relationships she has with clients, meeting them regularly and finding out what they care about when making investments. She uses this to tailor their investment portfolios so that they reflect their values.
Vicky began her financial services career in 2002 as a Client Analyst in the Private Wealth Management team at Goldman Sachs. She became a Divisional Director – the first female to hold the role in the South West – at RBC Brewin Dolphin in 2020 and is a member of the Stewardship Committee, helping shape company engagement strategy. She is a Fellow of the Chartered Institute for Securities & Investment.